Skip to content

Abound Wealth Management

Follow

13F filer, CIK 1950323, FRANKLIN, TN

Abound Wealth Management reported $440,096,962 across 1,492 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-10. Its ten largest share positions make up 65.55% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001950323-26-000005

Period
2026-03-31
Reported value
$440M
Holdings
1,492
Top 10 weight
65.55%
New
196
Sold out
136

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IJRadded+23,587$2.93M
AGGadded+26,906$2.67M
SPYMadded+27,927$2.14M
VVadded+5,647$1.69M
ITOTadded+8,691$1.24M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PLTRreduced-2,751-$402K
COSTreduced-301-$300K
QQQreduced-283-$163K
FELGreduced-3,241-$122K
AFLreduced-933-$102K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 1,491 share positions

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
CRSPCRISPR THERAPEUTICS AG Stockprincipal100$4.76K0

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TSLATESLA INC300$135Kprincipal
CADECADENCE BANK1,665$71.3Kshares
SPYINEOS ETF TRUST1,189$62.4Kshares
AZNASTRAZENECA PLC-SPONS ADR480$44.1Kshares
TOTLSSGA ACTIVE ETF TR495$19.9Kshares
VDCVANGUARD WORLD FD86$18.1Kshares
TXRHTEXAS ROADHOUSE INC78$12.9Kshares
SPMOINVESCO EXCH TRADED FD TR II106$12.7Kshares
FIGFIGMA INC337$12.6Kshares
EXELEXELIXIS INC259$11.4Kshares
NAILDIREXION SHARES ETF TRUST202$10Kshares
IBBISHARES TR59$9.96Kshares
EMOCLEARBRIDGE ENERGY MIDSTREAM200$8.93Kshares
NVDLGRANITESHARES ETF TR100$8.8Kshares
EWLISHARES INC141$8.46Kshares
RPGINVESCO EXCHANGE TRADED FD T166$7.75Kshares
PLTUDIREXION SHARES ETF TRUST100$7.35Kshares
BMNRBITMINE IMMERSION TECHS INC266$7.22Kshares
SIVRABRDN SILVER ETF TRUST100$6.76Kshares
ETHEGRAYSCALE ETHEREUM STAKING E243$5.92Kshares
AMUUDIREXION SHARES ETF TRUST100$5.47Kshares
ROBNETF OPPORTUNITIES TRUST100$5.41Kshares
SGOVISHARES TR50$5.05Kshares
MUUDIREXION SHARES ETF TRUST50$5.04Kshares
EESWISDOMTREE TR84$4.78Kshares
IAUISHARES GOLD TR57$4.63Kshares
AMCOR PLCAMCOR PLC474$3.95Kshares
BEATHEARTBEAM INC1,600$3.84Kshares
RYROYAL BK CDA22$3.75Kshares
OHIOMEGA HEALTHCARE INVS INC79$3.5Kshares
EPAMEPAM SYS INC16$3.28Kshares
DEMWISDOMTREE TR69$3.22Kshares
IYRISHARES TR34$3.19Kshares
APLDAPPLIED DIGITAL CORP100$2.45Kshares
EXASEXACT SCIENCES CORP24$2.41Kshares
PAYCPAYCOM SOFTWARE INC15$2.39Kshares
CPCANADIAN PACIFIC KANSAS CITY29$2.14Kshares
RVTYREVVITY INC18$1.74Kshares
CHWYCHEWY INC38$1.26Kshares
LCIDLUCID GROUP INC100$1.06Kshares
JFBJFB CONSTR HLDGS70$1.02Kshares
MSTUETF OPPORTUNITIES TRUST100$831shares
EZBCFRANKLIN TEMPLETON DIGITAL H13$658shares
PIPRPIPER SANDLER COS2$643shares
ESLTELBIT SYS LTD1$578shares
UIUBIQUITI INC1$554shares
ARWRARROWHEAD PHARMACEUTICALS IN8$532shares
TTMITTM TECHNOLOGIES INC7$483shares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL1$447shares
CTRECARETRUST REIT INC11$398shares
ESEESCO TECHNOLOGIES INC2$391shares
AWIARMSTRONG WORLD INDS INC NEW2$383shares
GUESS? INCGUESS? INC22$366shares
SITMSITIME CORP1$354shares
MMSIMERIT MED SYS INC4$353shares
GVAGRANITE CONSTR INC3$347shares
PECOPHILLIPS EDISON & CO INC9$321shares
ENPHENPHASE ENERGY INC10$321shares
IDCCINTERDIGITAL INC1$319shares
POWLPOWELL INDS INC1$319shares
SKYWSKYWEST INC3$302shares
JAMFJAMF HOLDING CORP23$299shares
CSWCSW INDUSTRIALS INC1$294shares
CXCEMEX SAB DE CV25$288shares
HLIHOULIHAN LOKEY INC2$288shares
INDIVIOR PLCINDIVIOR PLC8$288shares
ACIWACI WORLDWIDE INC6$287shares
KAIKADANT INC1$286shares
AGOASSURED GUARANTY LTD3$270shares
BGCBGC GROUP INC30$268shares
BANCBANC OF CALIFORNIA INC13$251shares
CPKCHESAPEAKE UTILS CORP2$250shares
TDSTELEPHONE & DATA SYS INC6$246shares
TPGTPG INC4$240shares
FULFULLER H B CO4$238shares
AGYSAGILYSYS INC2$238shares
FCPTFOUR CORNERS PPTY TR INC10$231shares
VRRMVERRA MOBILITY CORP10$225shares
SMPSTANDARD MTR PRODS INC6$222shares
WSFSWSFS FINL CORP4$221shares
VICRVICOR CORP2$220shares
AWRAMER STATES WTR CO3$218shares
TMPTOMPKINS FINL CORP3$218shares
DMCDEL MONTE CORP6$214shares
RNSTRENASANT CORP6$212shares
ADNTADIENT PLC11$211shares
GWREGUIDEWIRE SOFTWARE INC1$208shares
BOHBANK OF HI CORP3$206shares
GRABGRAB HOLDINGS LIMITED41$205shares
AMRALPHA METALLURGICAL RESOUR I1$200shares
KFYKORN FERRY3$199shares
STBAS & T BANCORP INC5$197shares
UHTUNIVERSAL HEALTH RLTY INCOME5$197shares
TILEINTERFACE INC7$196shares
PCORPROCORE TECHNOLOGIES INC3$193shares
ELMEELME COMMUNITIES11$192shares
WHDCACTUS INC4$183shares
HIWHIGHWOODS PPTYS INC7$181shares
SONOSONOS INC10$176shares
PRDOPERDOCEO ED CORP6$176shares
TGNATEGNA INC9$175shares
PIIMPINJ INC1$175shares
CWTCALIFORNIA WTR SVC GROUP4$174shares
DVAXDYNAVAX TECHNOLOGIES CORP11$170shares
EXTREXTREME NETWORKS INC10$167shares
EDUNEW ORIENTAL ED & TECHNOLOGY3$166shares
BLBLACKLINE INC3$166shares
LEGLEGGETT & PLATT INC15$165shares
STRASTRATEGIC ED INC2$161shares
HIHILLENBRAND INC5$159shares
SCSCSCANSOURCE INC4$157shares
HAYWHAYWARD HLDGS INC10$155shares
MGYMAGNOLIA OIL & GAS CORP7$154shares
CSGSCSG SYS INTL INC2$154shares
EPACENERPAC TOOL GROUP CORP4$153shares
SUZSUZANO S A15$141shares
STCSTEWART INFORMATION SVCS COR2$141shares
WKCWORLD KINECT CORPORATION6$141shares
GDSGDS HLDGS LTD4$140shares
STAASTAAR SURGICAL CO6$139shares
CLBCORE LABORATORIES INC8$129shares
EGBNEAGLE BANCORPORATION INC6$129shares
CFRCULLEN FROST BANKERS INC1$127shares
CARSCARS COM INC10$122shares
LQDTLIQUIDITY SVCS INC4$122shares
THSTREEHOUSE FOODS INC5$118shares
LNNLINDSAY CORP1$118shares
TALTAL ED GROUP10$110shares
MMIMARCUS & MILLICHAP INC4$110shares
WIXWIX COM LTD1$104shares
ATHMAUTOHOME INC4$90shares
QFINQFIN HOLDINGS INC3$58shares
MYGNMYRIAD GENETICS INC7$44shares
RNGRINGCENTRAL INC1$29shares
ANGIANGI INC1$13shares
ADIAL PHARMACEUTICALS INCADIAL PHARMACEUTICALS INC27$6shares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001950323-26-000005 base2026-04-10acceptance time not in the bulk data set